When creating a success snapshot, I am only to pull tokens from the account object; is there a way to pull from a custom object?
When creating a success snapshot, I am only to pull tokens from the account object; is there a way to pull from other objects like a custom object?
Hi Tyler,
Right now we can pull token values only from account and customer info object. Are there any specific object's that you're looking to add tokens from?
Thanks!
Right now we can pull token values only from account and customer info object. Are there any specific object's that you're looking to add tokens from?
Thanks!
Thanks for the quick response, Sumesh. Ideally, we'd be able to pull from any object. In this case, the data I'd be adding is from a custom object. Thanks for the feedback; we'll continue investigating alternative solutions.
Is it possible to pull either the Success Plan creation date or the Export date in as a token?
(I noticed an example slide in the Success Snapshot documentation had a presentation date listed in the template. But that wouldn't make sense in a template unless it was token-able.)
(I noticed an example slide in the Success Snapshot documentation had a presentation date listed in the template. But that wouldn't make sense in a template unless it was token-able.)
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